When working in a firm with multiple partners, it’s essential to ensure the right name and signature appear on tax forms and financial reports. To simplify this, you can configure the system to automatically select either:
the client owner as the default signatory, or
a manually chosen default signatory.
TABLE OF CONTENTS
Option 1: Use client owner as signatory
If Use client owner as signatory is selected:
Tax forms: The team member assigned as the client owner will appear as the contact in the agent declaration section.
Financial reports: The client owner’s signature will automatically populate the agent signature field.
Option 2: Use a default signatory
If the Use client owner as signatory is not selected, the system looks to the Default signatory field.
If a Default signatory is entered:
Tax forms: Their name will appear as the contact in the agent declaration section.
Financial reports: Their signature will populate the agent signature field.
If the Default signatory field is empty:
Tax forms: The firm’s assigned signatory contact name will be used in the agent declaration section. If it's blank, the agent’s name will appear.
Financial reports: The agent signature field will remain blank.
Quick setup steps
Go to Settings → Default Signatory.
Tick Use client owner as signatory if you want reports/forms to default to the client owner. If unticked, type a colleague’s name in the Default signatory field instead.
Click Save to confirm your choice.
Related guide: Upload Signature